Implementations Project Specialist

5 days ago


Manila, National Capital Region, Philippines Infinit-O Full time

Implementations Project Specialist

About Infinit-O: As a top Business Process Optimization solutions provider, we partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage.

Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.

Key Responsibilities:

  1. Support new clients and their law firms in "on-boarding" them onto Carta, including the implementation of client's capitalization table and securities on Carta.
  2. Manage complex datasets with high integrity.
  3. Migrate Clients Data to Carta's Onboarding Spreadsheet in Excel.
  4. Coordinate and manage inputs needed from both the clients and their law firms.
  5. Maintain the quality of clients' data throughout the on-boarding process.
  6. Continuously look for ways to improve the efficiency and effectiveness of the on-boarding process.
  7. Perform a Quality Control Check on the Clients' Accounts.
  8. Proactively manage your clients to ensure they are live on time or early, improving time to value month over month.

Requirements:

  1. 1-3 years experience.
  2. College Degree.
  3. Proficient in Excel and have experience with CRMs (Preferably: Salesforce).
  4. Eager to learn or have experience working with: Mixmax, Talkdesk, and Guru.
  5. Strong project management skills, able to manage multiple projects (40+) at a time while providing timely follow-up to clients.
  6. Familiarity with Private Equity and Capitalization.
  7. Flexible, adaptive, and resilient.
  8. Great people skills and a high degree of empathy.
  9. Excellent communication skills.
  10. Highly organized and able to manage a group of C-Suite Clients.
  11. Ability to work cross-functionally with teams.
  12. Able to deal with uncertainties and ambiguous situations.
  13. Ability to maintain confidentiality as required by customers.
  14. Ambitious, proactive, a self-starter, helpful, and resourceful.
  15. Possess a helpful and professional attitude, exhibiting diplomacy, tact, and poise under pressure when working through customer issues.
  16. Knowledge of finance and accounting is a plus.
  17. Experience working at a high-growth software company is a plus.
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